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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
2076
Pictet North America Advisors
Switzerland
$207K – – –
CCP
2077
Cassia Capital Partners
North Carolina
$206K – – –
IIA
2078
Integrity Investment Advisors
Colorado
$205K +$223K +1,029 New
MLRA
2079
Main Line Retirement Advisors
Montana
$205K +$651 +3 +0.3%
VCM
2080
Versant Capital Management
Arizona
$204K – – –
VWM
2081
Vigilare Wealth Management
Arizona
$203K -$229K -1,056 -51%
JLBC
2082
J.L. Bainbridge & Co
Florida
$203K -$16.3K -75 -7%
UIM
2083
Unified Investment Management
Georgia
$202K -$3.04K -14 -1%
SSWM
2084
Smith Salley Wealth Management
North Carolina
$202K +$220K +1,014 New
GCP
2085
Gill Capital Partners
Colorado
$202K +$220K +1,012 New
MWM
2086
Maltin Wealth Management
New Jersey
$201K -$3.04K -14 -1%
WQ
2087
Wealth Quarterback
New Jersey
$201K +$219K +1,008 New
CA
2088
Crumly & Associates
Illinois
$201K -$868 -4 -0.4%
DWM
2089
Destination Wealth Management
California
$200K +$11.3K +52 +5%
RWS
2090
Retirement Wealth Solutions
Wisconsin
$200K -$9.98K -46 -4%
MJRIC
2091
Mogy Joel R Investment Counsel
California
$199K +$148K +680 +213%
MSG
2092
Main Street Group
Virginia
$195K -$15.4K -71 -7%
GJIA
2093
Glass Jacobson Investment Advisors
Maryland
$190K – – –
CFO
2094
CVA Family Office
Colorado
$186K -$25.6K -118 -11%
SIM
2095
Synergy Investment Management
Florida
$186K – – –
MM
2096
Main Management
California
$184K – – –
CPA
2097
Compass Planning Associates
Massachusetts
$183K +$434 +2 +0.2%
NCM
2098
Northwest Capital Management
Oregon
$183K – – –
AFG
2099
Albion Financial Group
Utah
$181K +$52.5K +242 +36%
JSAM
2100
J. Safra Asset Management
New York
$180K -$548K -2,525 -74%
82 83
84
85 86